revenue report enhancements.

src/app/(main)/admin/users/[userId]/UserEditForm.tsx

@@ -12,7 +12,7 @@ import { useLoginQuery, useMessages, useUpdateQuery, useUser } from '@/component
 import { ROLES } from '@/lib/constants';
 
 export function UserEditForm({ userId, onSave }: { userId: string; onSave?: () => void }) {
-  const { t, labels, messages, getMessage } = useMessages();
+  const { t, labels, messages, getErrorMessage } = useMessages();
   const user = useUser();
   const { user: login } = useLoginQuery();
 
@@ -30,7 +30,7 @@ export function UserEditForm({ userId, onSave }: { userId: string; onSave?: () =
   };
 
   return (
-    <Form onSubmit={handleSubmit} error={getMessage(error?.code)} values={user}>
+    <Form onSubmit={handleSubmit} error={getErrorMessage(error)} values={user}>
       <FormField name="username" label={t(labels.username)}>
         <TextField data-test="input-username" />
       </FormField>

src/app/(main)/websites/[websiteId]/(reports)/revenue/Revenue.tsx

@@ -1,19 +1,16 @@
-import { Column, Grid, Row, Text } from '@umami/react-zen';
-import classNames from 'classnames';
-import { colord } from 'colord';
-import { useCallback, useMemo, useState } from 'react';
-import { BarChart } from '@/components/charts/BarChart';
+import { Column, Grid, Heading, Tab, TabList, TabPanel, Tabs } from '@umami/react-zen';
+import { useMemo, useState } from 'react';
+import { GridRow } from '@/components/common/GridRow';
 import { LoadingPanel } from '@/components/common/LoadingPanel';
 import { Panel } from '@/components/common/Panel';
-import { TypeIcon } from '@/components/common/TypeIcon';
-import { useCountryNames, useLocale, useMessages, useResultQuery } from '@/components/hooks';
+import { useDateRange, useMessages, useResultQuery } from '@/components/hooks';
 import { CurrencySelect } from '@/components/input/CurrencySelect';
 import { ListTable } from '@/components/metrics/ListTable';
 import { MetricCard } from '@/components/metrics/MetricCard';
+import { MetricLabel } from '@/components/metrics/MetricLabel';
 import { MetricsBar } from '@/components/metrics/MetricsBar';
-import { renderDateLabels } from '@/lib/charts';
-import { CHART_COLORS, CURRENCY_CONFIG, DEFAULT_CURRENCY } from '@/lib/constants';
-import { generateTimeSeries } from '@/lib/date';
+import { RevenueChart } from '@/components/metrics/RevenueChart';
+import { CURRENCY_CONFIG, DEFAULT_CURRENCY } from '@/lib/constants';
 import { formatLongCurrency, formatLongNumber } from '@/lib/format';
 import { getItem, setItem } from '@/lib/storage';
 
@@ -35,83 +32,49 @@ export function Revenue({ websiteId, startDate, endDate, unit }: RevenueProps) {
   };
 
   const { t, labels } = useMessages();
-  const { locale, dateLocale } = useLocale();
-  const { countryNames } = useCountryNames(locale);
+  const { compare, isAllTime } = useDateRange();
   const { data, error, isLoading } = useResultQuery<any>('revenue', {
     websiteId,
     startDate,
     endDate,
     currency,
+    compare,
   });
 
-  const renderCountryName = useCallback(
-    ({ label: code }) => (
-      <Row className={classNames(locale)} gap>
-        <TypeIcon type="country" value={code} />
-        <Text>{countryNames[code] || t(labels.unknown)}</Text>
-      </Row>
-    ),
-    [countryNames, locale],
-  );
-
-  const chartData: any = useMemo(() => {
-    if (!data) return [];
-
-    const map = (data.chart as any[]).reduce((obj, { x, t, y }) => {
-      if (!obj[x]) {
-        obj[x] = [];
-      }
-
-      obj[x].push({ x: t, y });
-
-      return obj;
-    }, {});
-
-    return {
-      datasets: Object.keys(map).map((key, index) => {
-        const color = colord(CHART_COLORS[index % CHART_COLORS.length]);
-        return {
-          label: key,
-          data: generateTimeSeries(map[key], startDate, endDate, unit, dateLocale),
-          lineTension: 0,
-          backgroundColor: color.alpha(0.6).toRgbString(),
-          borderColor: color.alpha(0.7).toRgbString(),
-          borderWidth: 1,
-        };
-      }),
-    };
-  }, [data, startDate, endDate, unit]);
-
   const metrics = useMemo(() => {
     if (!data) return [];
 
-    const { sum, count, unique_count } = data.total;
+    const { sum, count, average, unique_count, comparison } = data.total;
 
     return [
       {
         value: sum,
         label: t(labels.total),
-        formatValue: n => formatLongCurrency(n, currency),
+        change: comparison ? sum - comparison.sum : 0,
+        formatValue: (n: number) => formatLongCurrency(n, currency),
       },
       {
-        value: count ? sum / count : 0,
+        value: average,
         label: t(labels.average),
-        formatValue: n => formatLongCurrency(n, currency),
+        change: comparison ? average - comparison.average : 0,
+        formatValue: (n: number) => formatLongCurrency(n, currency),
       },
       {
         value: count,
         label: t(labels.transactions),
+        change: comparison ? count - comparison.count : 0,
         formatValue: formatLongNumber,
       },
       {
         value: unique_count,
         label: t(labels.uniqueCustomers),
+        change: comparison ? unique_count - comparison.unique_count : 0,
         formatValue: formatLongNumber,
       },
     ] as any;
-  }, [data, locale]);
+  }, [data]);
 
-  const renderXLabel = useCallback(renderDateLabels(unit, locale), [unit, locale]);
+  const renderLabel = (type: string) => (data: any) => <MetricLabel type={type} data={data} />;
 
   return (
     <Column gap>
@@ -122,37 +85,119 @@ export function Revenue({ websiteId, startDate, endDate, unit }: RevenueProps) {
         {data && (
           <Column gap>
             <MetricsBar>
-              {metrics?.map(({ label, value, formatValue }) => {
+              {metrics?.map(({ label, value, change, formatValue }) => {
                 return (
-                  <MetricCard key={label} value={value} label={label} formatValue={formatValue} />
+                  <MetricCard
+                    key={label}
+                    value={value}
+                    label={label}
+                    change={change}
+                    formatValue={formatValue}
+                    showChange={!isAllTime}
+                  />
                 );
               })}
             </MetricsBar>
             <Panel>
-              <BarChart
-                chartData={chartData}
+              <RevenueChart
+                data={data.chart}
+                unit={unit}
                 minDate={startDate}
                 maxDate={endDate}
-                unit={unit}
-                stacked={true}
                 currency={currency}
-                renderXLabel={renderXLabel}
-                height="400px"
-              />
-            </Panel>
-            <Panel>
-              <ListTable
-                title={t(labels.country)}
-                metric={t(labels.revenue)}
-                data={data?.country.map(({ name, value }: { name: string; value: number }) => ({
-                  label: name,
-                  count: Number(value),
-                  percent: (value / data?.total.sum) * 100,
-                }))}
-                currency={currency}
-                renderLabel={renderCountryName}
               />
             </Panel>
+            <Grid gap="3">
+              <GridRow layout="two">
+                <Panel>
+                  <Heading size="2xl">{t(labels.sources)}</Heading>
+                  <Tabs>
+                    <TabList>
+                      <Tab id="referrer">{t(labels.referrers)}</Tab>
+                      <Tab id="channel">{t(labels.channels)}</Tab>
+                    </TabList>
+                    <TabPanel id="referrer">
+                      <ListTable
+                        title={t(labels.referrer)}
+                        metric={t(labels.revenue)}
+                        data={data?.referrer.map(
+                          ({ name, value }: { name: string; value: number }) => ({
+                            label: name,
+                            count: Number(value),
+                            percent: (value / data?.total.sum) * 100,
+                          }),
+                        )}
+                        currency={currency}
+                        renderLabel={renderLabel('referrer')}
+                      />
+                    </TabPanel>
+                    <TabPanel id="channel">
+                      <ListTable
+                        title={t(labels.channel)}
+                        metric={t(labels.revenue)}
+                        data={data?.channel.map(
+                          ({ name, value }: { name: string; value: number }) => ({
+                            label: name,
+                            count: Number(value),
+                            percent: (value / data?.total.sum) * 100,
+                          }),
+                        )}
+                        currency={currency}
+                        renderLabel={renderLabel('channel')}
+                      />
+                    </TabPanel>
+                  </Tabs>
+                </Panel>
+                <Panel>
+                  <Heading size="2xl">{t(labels.location)}</Heading>
+                  <Tabs>
+                    <TabList>
+                      <Tab id="country">{t(labels.countries)}</Tab>
+                      <Tab id="region">{t(labels.regions)}</Tab>
+                    </TabList>
+                    <TabPanel id="country">
+                      <ListTable
+                        title={t(labels.country)}
+                        metric={t(labels.revenue)}
+                        data={data?.country.map(
+                          ({ name, value }: { name: string; value: number }) => ({
+                            label: name,
+                            count: Number(value),
+                            percent: (value / data?.total.sum) * 100,
+                          }),
+                        )}
+                        currency={currency}
+                        renderLabel={renderLabel('country')}
+                      />
+                    </TabPanel>
+                    <TabPanel id="region">
+                      <ListTable
+                        title={t(labels.region)}
+                        metric={t(labels.revenue)}
+                        data={data?.region.map(
+                          ({
+                            name,
+                            value,
+                            country,
+                          }: {
+                            name: string;
+                            value: number;
+                            country: string;
+                          }) => ({
+                            label: name,
+                            country,
+                            count: Number(value),
+                            percent: (value / data?.total.sum) * 100,
+                          }),
+                        )}
+                        currency={currency}
+                        renderLabel={renderLabel('region')}
+                      />
+                    </TabPanel>
+                  </Tabs>
+                </Panel>
+              </GridRow>
+            </Grid>
           </Column>
         )}
       </LoadingPanel>

src/app/api/reports/revenue/route.ts

@@ -1,8 +1,11 @@
+import { getCompareDate } from '@/lib/date';
 import { getQueryFilters, parseRequest, setWebsiteDate } from '@/lib/request';
 import { json, unauthorized } from '@/lib/response';
 import { reportResultSchema } from '@/lib/schema';
 import { canViewWebsite } from '@/permissions';
 import { getRevenue, type RevenuParameters } from '@/queries/sql/reports/getRevenue';
+import { getRevenueMetrics } from '@/queries/sql/reports/getRevenueMetrics';
+import { getRevenueStats } from '@/queries/sql/reports/getRevenueStats';
 
 export async function POST(request: Request) {
   const { auth, body, error } = await parseRequest(request, reportResultSchema);
@@ -20,7 +23,19 @@ export async function POST(request: Request) {
   const parameters = await setWebsiteDate(websiteId, body.parameters);
   const filters = await getQueryFilters(body.filters, websiteId);
 
-  const data = await getRevenue(websiteId, parameters as RevenuParameters, filters);
+  const [{ chart }, total, metrics] = await Promise.all([
+    getRevenue(websiteId, parameters as RevenuParameters, filters),
+    getRevenueStats(websiteId, parameters as RevenuParameters, filters),
+    getRevenueMetrics(websiteId, parameters as RevenuParameters, filters),
+  ]);
 
-  return json(data);
+  const { compare = 'prev' } = parameters as RevenuParameters;
+  const { startDate, endDate } = getCompareDate(compare, parameters.startDate, parameters.endDate);
+  const comparison = await getRevenueStats(
+    websiteId,
+    { ...(parameters as RevenuParameters), startDate, endDate },
+    filters,
+  );
+
+  return json({ chart, total: { ...total, comparison }, ...metrics });
 }

src/components/metrics/RevenueChart.tsx

@@ -0,0 +1,60 @@
+import { colord } from 'colord';
+import { useCallback, useMemo } from 'react';
+import { BarChart } from '@/components/charts/BarChart';
+import { useLocale } from '@/components/hooks';
+import { renderDateLabels } from '@/lib/charts';
+import { CHART_COLORS } from '@/lib/constants';
+import { generateTimeSeries } from '@/lib/date';
+
+export interface RevenueChartProps {
+  data: { x: string; t: string; y: number; count: number }[];
+  unit: string;
+  minDate: Date;
+  maxDate: Date;
+  currency: string;
+}
+
+export function RevenueChart({ data, unit, minDate, maxDate, currency }: RevenueChartProps) {
+  const { locale, dateLocale } = useLocale();
+
+  const chartData: any = useMemo(() => {
+    if (!data?.length) return { datasets: [] };
+
+    const map = data.reduce(
+      (obj, { x, t, y }) => {
+        if (!obj[x]) obj[x] = [];
+        obj[x].push({ x: t, y });
+        return obj;
+      },
+      {} as Record<string, { x: string; y: number }[]>,
+    );
+
+    return {
+      datasets: Object.keys(map).map((key, index) => {
+        const color = colord(CHART_COLORS[index % CHART_COLORS.length]);
+        return {
+          label: key,
+          data: generateTimeSeries(map[key], minDate, maxDate, unit, dateLocale),
+          backgroundColor: color.alpha(0.6).toRgbString(),
+          borderColor: color.alpha(0.7).toRgbString(),
+          borderWidth: 1,
+        };
+      }),
+    };
+  }, [data, minDate, maxDate, unit, dateLocale]);
+
+  const renderXLabel = useCallback(renderDateLabels(unit, locale), [unit, locale]);
+
+  return (
+    <BarChart
+      chartData={chartData}
+      unit={unit}
+      minDate={minDate}
+      maxDate={maxDate}
+      currency={currency}
+      stacked={true}
+      renderXLabel={renderXLabel}
+      height="400px"
+    />
+  );
+}

src/lib/schema.ts

@@ -229,6 +229,7 @@ export const revenueReportSchema = z.object({
     unit: unitParam.optional(),
     timezone: timezoneParam.optional(),
     currency: z.string(),
+    compare: z.enum(['prev', 'yoy']).optional(),
   }),
 });
 

src/queries/sql/getChannelExpandedMetrics.ts

@@ -91,6 +91,7 @@ async function relationalQuery(
             when ${toPostgresPositionClause('referrer_domain', EMAIL_DOMAINS)} or utm_medium ilike '%mail%' then 'email'
             when ${toPostgresPositionClause('referrer_domain', SHOPPING_DOMAINS)} or utm_medium ilike '%shop%' then concat(prefix, 'Shopping')
             when ${toPostgresPositionClause('referrer_domain', VIDEO_DOMAINS)} or utm_medium ilike '%video%' then concat(prefix, 'Video')
+            when referrer_domain != regexp_replace(hostname, '^www.', '') and referrer_domain != '' then 'referral'
             else '' end as "name",
             session_id,
             visit_id,
@@ -136,31 +137,33 @@ async function clickhouseQuery(
       sum(if(t.c = 1, 1, 0)) as "bounces",
       sum(max_time-min_time) as "totaltime"
     from (
-      select case when multiSearchAny(utm_medium, ['cp', 'ppc', 'retargeting', 'paid']) != 0 then 'paid' else 'organic' end prefix,
-          case
+      select
+        case when multiSearchAny(lower(utm_medium), ['cp', 'ppc', 'retargeting', 'paid']) != 0 then 'paid' else 'organic' end prefix,
+        case
           when referrer_domain = '' and url_query = '' then 'direct'
-          when multiSearchAny(url_query, [${toClickHouseStringArray(
+          when multiSearchAny(lower(url_query), [${toClickHouseStringArray(
             PAID_AD_PARAMS,
           )}]) != 0 then 'paidAds'
-          when multiSearchAny(utm_medium, ['referral', 'app','link']) != 0 then 'referral'
-          when position(utm_medium, 'affiliate') > 0 then 'affiliate'
-          when position(utm_medium, 'sms') > 0 or position(utm_source, 'sms') > 0 then 'sms'
-          when multiSearchAny(referrer_domain, [${toClickHouseStringArray(
+          when multiSearchAny(lower(utm_medium), ['referral', 'app','link']) != 0 then 'referral'
+          when position(lower(utm_medium), 'affiliate') > 0 then 'affiliate'
+          when position(lower(utm_medium), 'sms') > 0 or position(lower(utm_source), 'sms') > 0 then 'sms'
+          when multiSearchAny(lower(referrer_domain), [${toClickHouseStringArray(
             SEARCH_DOMAINS,
-          )}]) != 0 or position(utm_medium, 'organic') > 0 then concat(prefix, 'Search')
-          when multiSearchAny(referrer_domain, [${toClickHouseStringArray(
+          )}]) != 0 or position(lower(utm_medium), 'organic') > 0 then concat(prefix, 'Search')
+          when multiSearchAny(lower(referrer_domain), [${toClickHouseStringArray(
             SOCIAL_DOMAINS,
           )}]) != 0 then concat(prefix, 'Social')
-          when multiSearchAny(referrer_domain, [${toClickHouseStringArray(
+          when multiSearchAny(lower(referrer_domain), [${toClickHouseStringArray(
             EMAIL_DOMAINS,
-          )}]) != 0 or position(utm_medium, 'mail') > 0 then 'email'
-          when multiSearchAny(referrer_domain, [${toClickHouseStringArray(
+          )}]) != 0 or position(lower(utm_medium), 'mail') > 0 then 'email'
+          when multiSearchAny(lower(referrer_domain), [${toClickHouseStringArray(
             SHOPPING_DOMAINS,
-          )}]) != 0 or position(utm_medium, 'shop') > 0 then concat(prefix, 'Shopping')
-          when multiSearchAny(referrer_domain, [${toClickHouseStringArray(
+          )}]) != 0 or position(lower(utm_medium), 'shop') > 0 then concat(prefix, 'Shopping')
+          when multiSearchAny(lower(referrer_domain), [${toClickHouseStringArray(
             VIDEO_DOMAINS,
-          )}]) != 0 or position(utm_medium, 'video') > 0 then concat(prefix, 'Video')
-          else '' end AS name,
+          )}]) != 0 or position(lower(utm_medium), 'video') > 0 then concat(prefix, 'Video')
+          when referrer_domain != hostname and referrer_domain != '' then 'referral'
+        else '' end AS name,
         session_id,
         visit_id,
         count(*) c,

src/queries/sql/getChannelMetrics.ts

@@ -61,6 +61,7 @@ async function relationalQuery(websiteId: string, filters: QueryFilters) {
           when ${toPostgresLikeClause('referrer_domain', EMAIL_DOMAINS)} or utm_medium ilike '%mail%' then 'email'
           when ${toPostgresLikeClause('referrer_domain', SHOPPING_DOMAINS)} or utm_medium ilike '%shop%' then concat(prefix, 'Shopping')
           when ${toPostgresLikeClause('referrer_domain', VIDEO_DOMAINS)} or utm_medium ilike '%video%' then concat(prefix, 'Video')
+          wwhen referrer_domain != regexp_replace(hostname, '^www.', '') and referrer_domain != '' then 'referral'
           else '' end AS x,
         count(distinct session_id) y
       from prefix
@@ -90,31 +91,33 @@ async function clickhouseQuery(
 
   const sql = `
     WITH channels as (
-      select case when multiSearchAny(utm_medium, ['cp', 'ppc', 'retargeting', 'paid']) != 0 then 'paid' else 'organic' end prefix,
-          case
+      select
+        case when multiSearchAny(lower(utm_medium), ['cp', 'ppc', 'retargeting', 'paid']) != 0 then 'paid' else 'organic' end prefix,
+        case
           when referrer_domain = '' and url_query = '' then 'direct'
-          when multiSearchAny(url_query, [${toClickHouseStringArray(
+          when multiSearchAny(lower(url_query), [${toClickHouseStringArray(
             PAID_AD_PARAMS,
           )}]) != 0 then 'paidAds'
-          when multiSearchAny(utm_medium, ['referral', 'app','link']) != 0 then 'referral'
-          when position(utm_medium, 'affiliate') > 0 then 'affiliate'
-          when position(utm_medium, 'sms') > 0 or position(utm_source, 'sms') > 0 then 'sms'
-          when multiSearchAny(referrer_domain, [${toClickHouseStringArray(
+          when multiSearchAny(lower(utm_medium), ['referral', 'app','link']) != 0 then 'referral'
+          when position(lower(utm_medium), 'affiliate') > 0 then 'affiliate'
+          when position(lower(utm_medium), 'sms') > 0 or position(lower(utm_source), 'sms') > 0 then 'sms'
+          when multiSearchAny(lower(referrer_domain), [${toClickHouseStringArray(
             SEARCH_DOMAINS,
-          )}]) != 0 or position(utm_medium, 'organic') > 0 then concat(prefix, 'Search')
-          when multiSearchAny(referrer_domain, [${toClickHouseStringArray(
+          )}]) != 0 or position(lower(utm_medium), 'organic') > 0 then concat(prefix, 'Search')
+          when multiSearchAny(lower(referrer_domain), [${toClickHouseStringArray(
             SOCIAL_DOMAINS,
           )}]) != 0 then concat(prefix, 'Social')
-          when multiSearchAny(referrer_domain, [${toClickHouseStringArray(
+          when multiSearchAny(lower(referrer_domain), [${toClickHouseStringArray(
             EMAIL_DOMAINS,
-          )}]) != 0 or position(utm_medium, 'mail') > 0 then 'email'
-          when multiSearchAny(referrer_domain, [${toClickHouseStringArray(
+          )}]) != 0 or position(lower(utm_medium), 'mail') > 0 then 'email'
+          when multiSearchAny(lower(referrer_domain), [${toClickHouseStringArray(
             SHOPPING_DOMAINS,
-          )}]) != 0 or position(utm_medium, 'shop') > 0 then concat(prefix, 'Shopping')
-          when multiSearchAny(referrer_domain, [${toClickHouseStringArray(
+          )}]) != 0 or position(lower(utm_medium), 'shop') > 0 then concat(prefix, 'Shopping')
+          when multiSearchAny(lower(referrer_domain), [${toClickHouseStringArray(
             VIDEO_DOMAINS,
-          )}]) != 0 or position(utm_medium, 'video') > 0 then concat(prefix, 'Video')
-          else '' end AS x,
+          )}]) != 0 or position(lower(utm_medium), 'video') > 0 then concat(prefix, 'Video')
+          when referrer_domain != hostname and referrer_domain != '' then 'referral'
+        else '' end AS x,
         count(distinct session_id) y
       from website_event
       ${cohortQuery}

src/queries/sql/reports/getRevenue.ts

@@ -9,12 +9,7 @@ export interface RevenuParameters {
   unit: string;
   timezone: string;
   currency: string;
-}
-
-export interface RevenueResult {
-  chart: { x: string; t: string; y: number }[];
-  country: { name: string; value: number }[];
-  total: { sum: number; count: number; average: number; unique_count: number };
+  compare?: string;
 }
 
 export async function getRevenue(
@@ -30,7 +25,7 @@ async function relationalQuery(
   websiteId: string,
   parameters: RevenuParameters,
   filters: QueryFilters,
-): Promise<RevenueResult> {
+) {
   const { startDate, endDate, unit = 'day', timezone = 'utc', currency } = parameters;
   const { getDateSQL, rawQuery, parseFilters } = prisma;
   const { queryParams, filterQuery, cohortQuery, joinSessionQuery } = parseFilters({
@@ -58,7 +53,8 @@ async function relationalQuery(
     select
       revenue.event_name x,
       ${getDateSQL('revenue.created_at', unit, timezone)} t,
-      sum(revenue.revenue) y
+      sum(revenue.revenue) y,
+      count(revenue.event_id) count
     from revenue
     ${joinQuery}
     ${cohortQuery}
@@ -73,54 +69,14 @@ async function relationalQuery(
     queryParams,
   );
 
-  const country = await rawQuery(
-    `
-    select
-      session.country as "name",
-      sum(revenue) as "value"
-    from revenue 
-    ${joinQuery}
-    join session 
-      on session.website_id = revenue.website_id
-        and session.session_id = revenue.session_id
-    ${cohortQuery}
-    where revenue.website_id = {{websiteId::uuid}}
-      and revenue.created_at between {{startDate}} and {{endDate}}
-      and upper(revenue.currency) = {{currency}}
-      ${filterQuery}
-    group by session.country
-    `,
-    queryParams,
-  );
-
-  const total = await rawQuery(
-    `
-    select
-      sum(revenue.revenue) as sum,
-      count(distinct revenue.event_id) as count,
-      count(distinct revenue.session_id) as unique_count
-    from revenue
-    ${joinQuery}
-    ${cohortQuery}
-    ${joinSessionQuery}
-    where revenue.website_id = {{websiteId::uuid}}
-      and revenue.created_at between {{startDate}} and {{endDate}}
-      and upper(revenue.currency) = {{currency}}
-      ${filterQuery}
-  `,
-    queryParams,
-  ).then(result => result?.[0]);
-
-  total.average = total.count > 0 ? Number(total.sum) / Number(total.count) : 0;
-
-  return { chart, country, total };
+  return { chart };
 }
 
 async function clickhouseQuery(
   websiteId: string,
   parameters: RevenuParameters,
   filters: QueryFilters,
-): Promise<RevenueResult> {
+) {
   const { startDate, endDate, unit = 'day', timezone = 'utc', currency } = parameters;
   const { getDateSQL, rawQuery, parseFilters } = clickhouse;
   const { filterQuery, cohortQuery, queryParams } = parseFilters({
@@ -133,7 +89,7 @@ async function clickhouseQuery(
 
   const joinQuery = filterQuery
     ? `any left join (
-      select * 
+      select *
       from website_event
       where website_id = {websiteId:UUID}
         and created_at between {startDate:DateTime64} and {endDate:DateTime64}
@@ -143,18 +99,13 @@ async function clickhouseQuery(
       and website_event.event_id = website_revenue.event_id`
     : '';
 
-  const chart = await rawQuery<
-    {
-      x: string;
-      t: string;
-      y: number;
-    }[]
-  >(
+  const chart = await rawQuery<{ x: string; t: string; y: number; count: number }[]>(
     `
     select
       website_revenue.event_name x,
       ${getDateSQL('website_revenue.created_at', unit, timezone)} t,
-      sum(website_revenue.revenue) y
+      sum(website_revenue.revenue) y,
+      count(website_revenue.event_id) count
     from website_revenue
     ${joinQuery}
     ${cohortQuery}
@@ -168,59 +119,5 @@ async function clickhouseQuery(
     queryParams,
   );
 
-  const country = await rawQuery<
-    {
-      name: string;
-      value: number;
-    }[]
-  >(
-    `
-      select
-        website_event.country as "name",
-        sum(website_revenue.revenue) as "value"
-      from website_revenue
-      any left join (
-      select * 
-      from website_event
-      where website_id = {websiteId:UUID}
-        and created_at between {startDate:DateTime64} and {endDate:DateTime64}
-        and event_type = 2) website_event
-      on website_event.website_id = website_revenue.website_id
-        and website_event.session_id = website_revenue.session_id
-        and website_event.event_id = website_revenue.event_id
-      ${cohortQuery}
-      where website_revenue.website_id = {websiteId:UUID}
-        and website_revenue.created_at between {startDate:DateTime64} and {endDate:DateTime64}
-        and upper(website_revenue.currency) = {currency:String}
-        ${filterQuery}
-      group by website_event.country
-      order by value desc
-    `,
-    queryParams,
-  );
-
-  const total = await rawQuery<{
-    sum: number;
-    count: number;
-    unique_count: number;
-  }>(
-    `
-    select
-      sum(website_revenue.revenue) as sum,
-      uniqExact(website_revenue.event_id) as count,
-      uniqExact(website_revenue.session_id) as unique_count
-    from website_revenue
-    ${joinQuery}
-    ${cohortQuery}
-    where website_revenue.website_id = {websiteId:UUID}
-      and website_revenue.created_at between {startDate:DateTime64} and {endDate:DateTime64}
-      and upper(website_revenue.currency) = {currency:String}
-      ${filterQuery}
-    `,
-    queryParams,
-  ).then(result => result?.[0]);
-
-  total.average = total.count > 0 ? total.sum / total.count : 0;
-
-  return { chart, country, total };
+  return { chart };
 }

src/queries/sql/reports/getRevenueMetrics.ts

@@ -0,0 +1,451 @@
+import clickhouse from '@/lib/clickhouse';
+import {
+  EMAIL_DOMAINS,
+  PAID_AD_PARAMS,
+  SEARCH_DOMAINS,
+  SHOPPING_DOMAINS,
+  SOCIAL_DOMAINS,
+  VIDEO_DOMAINS,
+} from '@/lib/constants';
+import { CLICKHOUSE, PRISMA, runQuery } from '@/lib/db';
+import prisma from '@/lib/prisma';
+import type { QueryFilters } from '@/lib/types';
+import type { RevenuParameters } from './getRevenue';
+
+export interface RevenueMetricsResult {
+  country: { name: string; value: number }[];
+  region: { name: string; value: number; country: string }[];
+  referrer: { name: string; value: number }[];
+  channel: { name: string; value: number }[];
+}
+
+export async function getRevenueMetrics(
+  ...args: [websiteId: string, parameters: RevenuParameters, filters: QueryFilters]
+) {
+  return runQuery({
+    [PRISMA]: () => relationalQuery(...args),
+    [CLICKHOUSE]: () => clickhouseQuery(...args),
+  });
+}
+
+async function relationalQuery(
+  websiteId: string,
+  parameters: RevenuParameters,
+  filters: QueryFilters,
+): Promise<RevenueMetricsResult> {
+  const { startDate, endDate, currency } = parameters;
+  const { rawQuery, parseFilters } = prisma;
+  const { queryParams, filterQuery, cohortQuery, joinSessionQuery } = parseFilters({
+    ...filters,
+    websiteId,
+    startDate,
+    endDate,
+    currency,
+  });
+
+  const joinQuery =
+    filterQuery || cohortQuery
+      ? `join (select *
+               from website_event
+               where website_id = {{websiteId::uuid}}
+                  and created_at between {{startDate}} and {{endDate}}
+                  and event_type = 2) website_event
+        on website_event.website_id = revenue.website_id
+          and website_event.session_id = revenue.session_id
+          and website_event.event_id = revenue.event_id`
+      : '';
+
+  const country = await rawQuery(
+    `
+    select
+      session.country as "name",
+      sum(revenue) as "value"
+    from revenue
+    ${joinQuery}
+    join session
+      on session.website_id = revenue.website_id
+        and session.session_id = revenue.session_id
+    ${cohortQuery}
+    where revenue.website_id = {{websiteId::uuid}}
+      and revenue.created_at between {{startDate}} and {{endDate}}
+      and upper(revenue.currency) = {{currency}}
+      ${filterQuery}
+    group by session.country
+    order by value desc
+    `,
+    queryParams,
+  );
+
+  const region = await rawQuery(
+    `
+    select
+      session.country,
+      session.region as "name",
+      sum(revenue.revenue) as "value"
+    from revenue
+    ${joinQuery}
+    join session
+      on session.website_id = revenue.website_id
+        and session.session_id = revenue.session_id
+    ${cohortQuery}
+    where revenue.website_id = {{websiteId::uuid}}
+      and revenue.created_at between {{startDate}} and {{endDate}}
+      and upper(revenue.currency) = {{currency}}
+      ${filterQuery}
+    group by session.country, session.region
+    order by value desc
+    `,
+    queryParams,
+  );
+
+  const referrer = await rawQuery(
+    `
+    WITH events AS (
+      select
+        revenue.website_id,
+        revenue.session_id,
+        sum(revenue.revenue) as "value"
+      from revenue
+      ${joinQuery}
+      ${cohortQuery}
+      ${joinSessionQuery}
+      where revenue.website_id = {{websiteId::uuid}}
+        and revenue.created_at between {{startDate}} and {{endDate}}
+        and upper(revenue.currency) = {{currency}}
+        ${filterQuery}
+      group by revenue.website_id, revenue.session_id),
+
+    revenue_data AS (
+      select
+        e.website_id,
+        e.session_id,
+        e.value,
+        we.min_date as created_at
+      from events e
+      join (
+        select session_id, min(created_at) as min_date
+        from website_event
+        where website_id = {{websiteId::uuid}}
+          and created_at between {{startDate}} and {{endDate}}
+        group by session_id
+      ) we on we.session_id = e.session_id)
+
+    select
+      we.referrer_domain as "name",
+      sum(revenue_data.value) as "value"
+    from revenue_data
+    join (
+      select website_id, session_id, referrer_domain, created_at
+      from website_event
+      where website_id = {{websiteId::uuid}}
+        and created_at between {{startDate}} and {{endDate}}) we
+    on we.website_id = revenue_data.website_id
+      and we.session_id = revenue_data.session_id
+      and we.created_at = revenue_data.created_at
+    group by we.referrer_domain
+    order by value desc
+    `,
+    queryParams,
+  );
+
+  const channel = await rawQuery(
+    `
+    WITH events AS (
+      select
+        revenue.website_id,
+        revenue.session_id,
+        sum(revenue.revenue) as "value"
+      from revenue
+      ${joinQuery}
+      ${cohortQuery}
+      ${joinSessionQuery}
+      where revenue.website_id = {{websiteId::uuid}}
+        and revenue.created_at between {{startDate}} and {{endDate}}
+        and upper(revenue.currency) = {{currency}}
+        ${filterQuery}
+      group by revenue.website_id, revenue.session_id),
+
+    revenue_data AS (
+      select
+        e.website_id,
+        e.session_id,
+        e.value,
+        we.min_date as created_at
+      from events e
+      join (
+        select session_id, min(created_at) as min_date
+        from website_event
+        where website_id = {{websiteId::uuid}}
+          and created_at between {{startDate}} and {{endDate}}
+        group by session_id
+      ) we on we.session_id = e.session_id),
+
+    revenue_prefix AS (
+      select
+        case when we.utm_medium ilike '%cp%' OR
+              we.utm_medium ilike '%ppc%' OR
+              we.utm_medium ilike '%retargeting%' OR
+              we.utm_medium ilike '%paid%' then 'paid' else 'organic' end AS prefix,
+        we.referrer_domain,
+        we.url_query,
+        we.utm_medium,
+        we.utm_source,
+        we.hostname,
+        r.value
+      from revenue_data r
+      join (
+        select website_id, session_id, referrer_domain, url_query, utm_medium, utm_source, hostname, created_at
+        from website_event
+        where website_id = {{websiteId::uuid}}
+          and created_at between {{startDate}} and {{endDate}}) we
+      on we.website_id = r.website_id
+        and we.session_id = r.session_id
+        and we.created_at = r.created_at),
+
+    channels AS (
+      select
+        case
+          when referrer_domain = '' and url_query = '' then 'direct'
+          when ${toPostgresLikeClause('url_query', PAID_AD_PARAMS)} then 'paidAds'
+          when ${toPostgresLikeClause('utm_medium', ['referral', 'app', 'link'])} then 'referral'
+          when utm_medium ilike '%affiliate%' then 'affiliate'
+          when utm_medium ilike '%sms%' or utm_source ilike '%sms%' then 'sms'
+          when ${toPostgresLikeClause('referrer_domain', SEARCH_DOMAINS)} or utm_medium ilike '%organic%' then concat(prefix, 'Search')
+          when ${toPostgresLikeClause('referrer_domain', SOCIAL_DOMAINS)} then concat(prefix, 'Social')
+          when ${toPostgresLikeClause('referrer_domain', EMAIL_DOMAINS)} or utm_medium ilike '%mail%' then 'email'
+          when ${toPostgresLikeClause('referrer_domain', SHOPPING_DOMAINS)} or utm_medium ilike '%shop%' then concat(prefix, 'Shopping')
+          when ${toPostgresLikeClause('referrer_domain', VIDEO_DOMAINS)} or utm_medium ilike '%video%' then concat(prefix, 'Video')
+          when referrer_domain != regexp_replace(hostname, '^www.', '') and referrer_domain != '' then 'referral'
+          else 'Unknown' end AS "name",
+        value
+      from revenue_prefix)
+
+    select name, sum(value) as value
+    from channels
+    group by name
+    order by value desc
+    `,
+    queryParams,
+  );
+
+  return { country, region, referrer, channel };
+}
+
+async function clickhouseQuery(
+  websiteId: string,
+  parameters: RevenuParameters,
+  filters: QueryFilters,
+): Promise<RevenueMetricsResult> {
+  const { startDate, endDate, currency } = parameters;
+  const { rawQuery, parseFilters } = clickhouse;
+  const { filterQuery, cohortQuery, queryParams } = parseFilters({
+    ...filters,
+    websiteId,
+    startDate,
+    endDate,
+    currency,
+  });
+
+  const joinQuery = filterQuery
+    ? `any left join (
+      select *
+      from website_event
+      where website_id = {websiteId:UUID}
+        and created_at between {startDate:DateTime64} and {endDate:DateTime64}
+        and event_type = 2) website_event
+    on website_event.website_id = website_revenue.website_id
+      and website_event.session_id = website_revenue.session_id
+      and website_event.event_id = website_revenue.event_id`
+    : '';
+
+  const country = await rawQuery<{ name: string; value: number }[]>(
+    `
+      select
+        website_event.country as "name",
+        sum(website_revenue.revenue) as "value"
+      from website_revenue
+      any left join (
+      select *
+      from website_event
+      where website_id = {websiteId:UUID}
+        and created_at between {startDate:DateTime64} and {endDate:DateTime64}
+        and event_type = 2) website_event
+      on website_event.website_id = website_revenue.website_id
+        and website_event.session_id = website_revenue.session_id
+        and website_event.event_id = website_revenue.event_id
+      ${cohortQuery}
+      where website_revenue.website_id = {websiteId:UUID}
+        and website_revenue.created_at between {startDate:DateTime64} and {endDate:DateTime64}
+        and upper(website_revenue.currency) = {currency:String}
+        ${filterQuery}
+      group by website_event.country
+      order by value desc
+    `,
+    queryParams,
+  );
+
+  const region = await rawQuery<{ name: string; value: number; country: string }[]>(
+    `
+      select
+        website_event.country,
+        website_event.region as "name",
+        sum(website_revenue.revenue) as "value"
+      from website_revenue
+      any left join (
+      select *
+      from website_event
+      where website_id = {websiteId:UUID}
+        and created_at between {startDate:DateTime64} and {endDate:DateTime64}
+        and event_type = 2) website_event
+      on website_event.website_id = website_revenue.website_id
+        and website_event.session_id = website_revenue.session_id
+        and website_event.event_id = website_revenue.event_id
+      ${cohortQuery}
+      where website_revenue.website_id = {websiteId:UUID}
+        and website_revenue.created_at between {startDate:DateTime64} and {endDate:DateTime64}
+        and upper(website_revenue.currency) = {currency:String}
+        ${filterQuery}
+      group by 1,2
+      order by value desc
+    `,
+    queryParams,
+  );
+
+  const referrer = await rawQuery<{ name: string; value: number }[]>(
+    `
+    WITH events AS (
+    select distinct
+        website_id,
+        session_id,
+        sum(revenue) as "value"
+    from website_revenue
+    ${joinQuery}
+    ${cohortQuery}
+    where website_id = {websiteId:UUID}
+      and created_at between {startDate:DateTime64} and {endDate:DateTime64}
+      and upper(currency) = {currency:String}
+      ${filterQuery}
+    group by 1,2),
+
+    revenue AS (
+    select
+        e.website_id,
+        e.session_id,
+        e.value,
+        we.min_date as created_at
+    from events e
+    join (select session_id, min(created_at) min_date
+          from website_event
+          where website_id = {websiteId:UUID}
+            and created_at between {startDate:DateTime64} and {endDate:DateTime64}
+          group by 1
+        ) we
+    on we.session_id = e.session_id)
+
+    select
+        website_event.referrer_domain as "name",
+        sum(revenue.value) as "value"
+    from revenue
+    any left join (
+      select website_id, session_id, referrer_domain, created_at
+      from website_event
+      where website_id = {websiteId:UUID}
+      and created_at between {startDate:DateTime64} and {endDate:DateTime64}) website_event
+    on website_event.website_id = revenue.website_id
+    and website_event.session_id = revenue.session_id
+    and website_event.created_at = revenue.created_at
+    group by 1
+    order by value desc
+    `,
+    queryParams,
+  );
+
+  const channel = await rawQuery<{ name: string; value: number }[]>(
+    `
+    WITH events AS (
+    select distinct
+        website_id,
+        session_id,
+        sum(revenue) as "value"
+    from website_revenue
+    ${joinQuery}
+    ${cohortQuery}
+    where website_id = {websiteId:UUID}
+      and created_at between {startDate:DateTime64} and {endDate:DateTime64}
+      and upper(currency) = {currency:String}
+      ${filterQuery}
+    group by 1,2),
+
+    revenue AS (
+    select
+        e.website_id,
+        e.session_id,
+        e.value,
+        we.min_date as created_at
+    from events e
+    join (select session_id, min(created_at) min_date
+          from website_event
+          where website_id = {websiteId:UUID}
+            and created_at between {startDate:DateTime64} and {endDate:DateTime64}
+          group by 1
+        ) we
+    on we.session_id = e.session_id),
+
+    channels AS (
+    select
+        case when multiSearchAny(lower(utm_medium), ['cp', 'ppc', 'retargeting', 'paid']) != 0 then 'paid' else 'organic' end prefix,
+        case
+          when referrer_domain = '' and url_query = '' then 'direct'
+          when multiSearchAny(lower(url_query), [${toClickHouseStringArray(
+            PAID_AD_PARAMS,
+          )}]) != 0 then 'paidAds'
+          when multiSearchAny(lower(utm_medium), ['referral', 'app','link']) != 0 then 'referral'
+          when position(lower(utm_medium), 'affiliate') > 0 then 'affiliate'
+          when position(lower(utm_medium), 'sms') > 0 or position(lower(utm_source), 'sms') > 0 then 'sms'
+          when multiSearchAny(lower(referrer_domain), [${toClickHouseStringArray(
+            SEARCH_DOMAINS,
+          )}]) != 0 or position(lower(utm_medium), 'organic') > 0 then concat(prefix, 'Search')
+          when multiSearchAny(lower(referrer_domain), [${toClickHouseStringArray(
+            SOCIAL_DOMAINS,
+          )}]) != 0 then concat(prefix, 'Social')
+          when multiSearchAny(lower(referrer_domain), [${toClickHouseStringArray(
+            EMAIL_DOMAINS,
+          )}]) != 0 or position(lower(utm_medium), 'mail') > 0 then 'email'
+          when multiSearchAny(lower(referrer_domain), [${toClickHouseStringArray(
+            SHOPPING_DOMAINS,
+          )}]) != 0 or position(lower(utm_medium), 'shop') > 0 then concat(prefix, 'Shopping')
+          when multiSearchAny(lower(referrer_domain), [${toClickHouseStringArray(
+            VIDEO_DOMAINS,
+          )}]) != 0 or position(lower(utm_medium), 'video') > 0 then concat(prefix, 'Video')
+          when referrer_domain != hostname and referrer_domain != '' then 'referral'
+        else 'Unknown' end AS "name",
+        sum(revenue.value) as "value"
+    from revenue
+    any left join (
+      select *
+      from website_event
+      where website_id = {websiteId:UUID}
+      and created_at between {startDate:DateTime64} and {endDate:DateTime64}) website_event
+    on website_event.website_id = revenue.website_id
+    and website_event.session_id = revenue.session_id
+    and website_event.created_at = revenue.created_at
+    group by 1, 2)
+
+    select name, sum(value) value
+    from channels
+    group by 1
+    order by value desc;
+    `,
+    queryParams,
+  );
+
+  return { country, region, referrer, channel };
+}
+
+function toClickHouseStringArray(arr: string[]): string {
+  return arr.map(p => `'${p.replace(/'/g, "\\'")}'`).join(', ');
+}
+
+function toPostgresLikeClause(column: string, arr: string[]) {
+  return arr.map(val => `${column} ilike '%${val.replace(/'/g, "''")}%'`).join(' OR\n  ');
+}

src/queries/sql/reports/getRevenueStats.ts

@@ -0,0 +1,120 @@
+import clickhouse from '@/lib/clickhouse';
+import { CLICKHOUSE, PRISMA, runQuery } from '@/lib/db';
+import prisma from '@/lib/prisma';
+import type { QueryFilters } from '@/lib/types';
+import type { RevenuParameters } from './getRevenue';
+
+export interface RevenueStatsResult {
+  sum: number;
+  count: number;
+  average: number;
+  unique_count: number;
+}
+
+export async function getRevenueStats(
+  ...args: [websiteId: string, parameters: RevenuParameters, filters: QueryFilters]
+) {
+  return runQuery({
+    [PRISMA]: () => relationalQuery(...args),
+    [CLICKHOUSE]: () => clickhouseQuery(...args),
+  });
+}
+
+async function relationalQuery(
+  websiteId: string,
+  parameters: RevenuParameters,
+  filters: QueryFilters,
+): Promise<RevenueStatsResult> {
+  const { startDate, endDate, currency } = parameters;
+  const { rawQuery, parseFilters } = prisma;
+  const { queryParams, filterQuery, cohortQuery, joinSessionQuery } = parseFilters({
+    ...filters,
+    websiteId,
+    startDate,
+    endDate,
+    currency,
+  });
+
+  const joinQuery =
+    filterQuery || cohortQuery
+      ? `join (select *
+               from website_event
+               where website_id = {{websiteId::uuid}}
+                  and created_at between {{startDate}} and {{endDate}}
+                  and event_type = 2) website_event
+        on website_event.website_id = revenue.website_id
+          and website_event.session_id = revenue.session_id
+          and website_event.event_id = revenue.event_id`
+      : '';
+
+  const total = await rawQuery(
+    `
+    select
+      sum(revenue.revenue) as sum,
+      count(distinct revenue.event_id) as count,
+      count(distinct revenue.session_id) as unique_count
+    from revenue
+    ${joinQuery}
+    ${cohortQuery}
+    ${joinSessionQuery}
+    where revenue.website_id = {{websiteId::uuid}}
+      and revenue.created_at between {{startDate}} and {{endDate}}
+      and upper(revenue.currency) = {{currency}}
+      ${filterQuery}
+  `,
+    queryParams,
+  ).then(result => result?.[0]);
+
+  total.average = total.count > 0 ? Number(total.sum) / Number(total.count) : 0;
+
+  return total;
+}
+
+async function clickhouseQuery(
+  websiteId: string,
+  parameters: RevenuParameters,
+  filters: QueryFilters,
+): Promise<RevenueStatsResult> {
+  const { startDate, endDate, currency } = parameters;
+  const { rawQuery, parseFilters } = clickhouse;
+  const { filterQuery, cohortQuery, queryParams } = parseFilters({
+    ...filters,
+    websiteId,
+    startDate,
+    endDate,
+    currency,
+  });
+
+  const joinQuery = filterQuery
+    ? `any left join (
+      select *
+      from website_event
+      where website_id = {websiteId:UUID}
+        and created_at between {startDate:DateTime64} and {endDate:DateTime64}
+        and event_type = 2) website_event
+    on website_event.website_id = website_revenue.website_id
+      and website_event.session_id = website_revenue.session_id
+      and website_event.event_id = website_revenue.event_id`
+    : '';
+
+  const total = await rawQuery<{ sum: number; count: number; unique_count: number }>(
+    `
+    select
+      sum(website_revenue.revenue) as sum,
+      uniqExact(website_revenue.event_id) as count,
+      uniqExact(website_revenue.session_id) as unique_count
+    from website_revenue
+    ${joinQuery}
+    ${cohortQuery}
+    where website_revenue.website_id = {websiteId:UUID}
+      and website_revenue.created_at between {startDate:DateTime64} and {endDate:DateTime64}
+      and upper(website_revenue.currency) = {currency:String}
+      ${filterQuery}
+    `,
+    queryParams,
+  ).then(result => result?.[0]);
+
+  total.average = total.count > 0 ? total.sum / total.count : 0;
+
+  return total;
+}